Nasdaq - Delayed Quote USD
Overseas SMA Completion (OSCBX)
14.85
-0.08
(-0.54%)
At close: 8:01:58 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
Under normal circumstances, the fund invests at least 80% of total assets (including the amount of any borrowings for investment purposes) in equity securities of foreign companies that have market capitalizations of more than $1 billion at the time of purchase that the Investment Manager believes are undervalued. It typically invests in foreign companies in at least three countries, other than the United States, at any one time and may invest in emerging markets. The fund is non-diversified.
Fund Overview
| Category | Foreign Small/Mid Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 5.4M |
| YTD Return | 16.47% |
| Yield | 5.56% |
| Morningstar Rating | |
| Inception Date | Sep 12, 2019 |
Performance & Risk
| YTD Return | 17.10% |
| 5y Average Return | 13.52% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
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